Scale operations without
scaling headcount.
We build custom AI Dashboards that sit inside your stack. Invoice reconciliation, transaction labelling, AP/AR admin and scheduling, automated end-to-end. Your team logs in, reviews the work and approves it. Built for $5M+ trade and operations businesses.
We build custom AI Dashboards inside the tools you already use.
Procore. Xero. ServiceM8. Outlook. We don't replace your stack. We automate the repetitive admin running inside it. Custom dashboards built from your real SOPs, monitored 24/7, with a human in the loop on every decision that matters.
Manual work is an invisible tax.
Every operations team pays it. Most don't measure it. Here's what it looks like for a $12M trade business running on Procore + Xero + Outlook.
The team is the bottleneck.
Quotes sit. Invoices wait. Schedules drift. The work is already in the system. Nobody has time to move it through.
Admin compounds with revenue.
More revenue, more transactions, more admin. So you hire more admin. The cycle never ends until the workflow does the work.
Money is stuck in process.
Late invoicing. Slow follow-ups. Approvals waiting on a single signature. Top performing client recovers $549K a year.
How an AI Dashboard fits into your team.
One human supervises three core builds: a Reconciler, a Scheduler, an Invoicer. The dashboard does the work. The human approves the edge cases. Your team reallocates the time they used to spend on admin to the work that actually moves the business forward.
We don't replace your stack.
We automate it.
API-first. Same CRM, same accounting software, same everything. Your team learns nothing new. They just stop doing the boring parts.
Reckon 
GoHighLevel 
Procore 
ServiceM8 Reckon GoHighLevel Procore ServiceM8 
SimPRO 
AroFlo 
Buildxact 
Mailchimp 
Cin7 
Clerk SimPRO AroFlo Buildxact Mailchimp Cin7 Clerk Four steps. No surprises.
Built around your team's pace, not ours. First workflow goes live in 12 to 20 weeks. Most clients see measurable savings from week one of launch. Full ROI typically within 12 months.
Discovery
We sit with your operators, map every SOP, and put a number on the invisible tax. You walk away with a costed build plan, whether you hire us or not.
Development
Engineers build inside your stack. No templates. Every workflow is mapped to your real SOPs and tested against your real data before it touches production.
Soft launch
Phased rollout with your team in the loop. We catch the edge cases together so nothing breaks after handover.
Handover + accelerator
Production rollout, training, and ongoing optimisation. We watch it run, fix issues at midnight on Friday, and extend the workflow as your business changes.
Real custom workflows.
Not template automations.
A look at what we've actually shipped for trade and ops teams. Each one is mapped to a real SOP, monitored 24/7, and includes human checkpoints.
Bills coded, invoices chased, before lunch.
The dashboard reads supplier bills out of the AP inbox, codes them to the right job and GL account, drafts customer invoices from job data, and chases overdue AR on a schedule. Your bookkeeper reviews exceptions only.
Inbox to matched to posted, before lunch.
The dashboard watches the AP inbox, extracts line items, matches against open POs, codes to the right job and GL account, posts to Xero. Anything outside tolerance routes to a human in Slack.
Crews scheduled before the truck rolls.
The dashboard pulls jobs from ServiceM8, allocates the right crew, checks who is available and where the trucks are. Ops manager confirms the next-day board in one click.
Reports that write themselves.
The dashboard pulls data from your stack overnight, formats the daily and weekly digest, sends it to the right people. Anomalies trigger Slack alerts. No Monday morning surprises.
Operators across construction, trades, healthcare and services. Over a million operations executed across the portfolio to date. Bookkeepers review instead of keying. Finance teams reconcile in minutes, not days. Ops managers confirm instead of scheduling.
ServiceM8 Procore SimPRO AroFlo We didn't have to hire another bookkeeper. The team got their afternoons back.
Reconciliation went from a full day a week to under two hours of review.
I stopped opening Excel. The dashboard tells me what I need to know.
Bills that used to take three hours to code post themselves before lunch.
We closed the books in two days last quarter. Used to take five.
Our admin team aren't keying invoices anymore. They're approving exceptions.
Crew dispatch is a five-minute review now, not a morning of phone calls.
Cashflow improved before the year was out. Less invoicing lag, fewer disputes.
We didn't have to hire another bookkeeper. The team got their afternoons back.
Reconciliation went from a full day a week to under two hours of review.
I stopped opening Excel. The dashboard tells me what I need to know.
Bills that used to take three hours to code post themselves before lunch.
We closed the books in two days last quarter. Used to take five.
Our admin team aren't keying invoices anymore. They're approving exceptions.
Crew dispatch is a five-minute review now, not a morning of phone calls.
Cashflow improved before the year was out. Less invoicing lag, fewer disputes.
Direct client quotes withheld pending permission. Anonymised composites of recurring feedback patterns across the portfolio.
Is this right for you?
We onboard a small number of clients each month. Quality bar over volume. Here is how we know if we are a fit.
Three ways to work with us.
Most clients start with the free Roadmap session, ship their first workflow as a Dashboard build, then stay on Accelerator. You do not have to start anywhere, but most do.
AI Roadmap
We audit your operations, identify the highest-ROI workflows and hand you a costed roadmap. No build commitment.
AI Dashboards
Custom AI Dashboard built from your SOPs. Your team logs in, reviews the work and approves it before anything is executed.
AI Accelerator
Ongoing monitoring, optimisation and strategic expansion of your AI Dashboard. Add new workflows without per-workflow fees.
Questions, answered.
The same ten questions every operator asks on the first call. We've answered them up front.
Talk to a humanWhat is an AI Dashboard?
How long until we see ROI?
What does 'human-in-the-loop' actually mean?
Will this replace anyone on my team?
What integrations do you support?
What if it breaks at midnight?
Who owns the code and data?
How is this different from Zapier or n8n?
What about data security?
Can we start small?
Ready to automate
real work?
30-minute call. We look at where the invisible tax is hitting hardest in your business and tell you straight whether automation is worth it. Even if it is not us.
